Archit Varshney

CA by profession, student of market by passion # Equity Research Analyst #CA (All India Ranker) #CFA (Level 3 Cleared) #Life long learner #Cricket Buff

[Archit Varshney @ArchitVarshney9]

𝗙𝗿𝗼𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗗𝗲𝘀𝗸 𝘁𝗼 𝗖𝗡𝗕𝗖 𝗧𝗩𝟭𝟴 - 𝗔 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝗳𝗶𝗿𝘀𝘁

Had my first experience at a TV business news platform - discussing "𝘛𝘩𝘦 𝘎𝘳𝘦𝘢𝘵 𝘊𝘰𝘯𝘴𝘶𝘮𝘱𝘵𝘪𝘰𝘯 𝘚𝘩𝘪𝘧𝘵".

[CNBC-TV18 @CNBCTV18News]

🇮🇳 India’s Consumption Story 2026

Premium spending is soaring, while mass consumption stays uneven. What does this say about the Indian consumer today? 📈🛍️

Watch Nilesh Shah (@NileshShah68) & Archit Varshney (@ArchitVarshney9) of Kotak Mahindra AMC, Manish Khilnani of Bizom & Arjun Vaidya of @v3v_ventures decode India’s changing consumption trends with Mangalam Maloo (@blitzkreigm). 🎙️

Watch: https://t.co/Na9iifcgvu

@ShereenBhan | @KotakBankLtd

#PremiumConsumption #India #Economy #ConsumerTrends #Retail #Luxury #CNBCTV18Live

[Kotak Mutual Fund @KotakMF]

India’s consumption story is evolving from essentials to aspirations, and increasingly toward experiences and premiumisation.
In this video, Mr @ArchitVarshney9 breaks down what’s changing and why it matters.

#IndiaConsumption #MarketInsights #IndiaEconomy #ConsumptionTrends #SpendingTrends #EconomicTrends #Premiumisation #ConsumerBehaviour

[Nilesh Shah @NileshShah68]

*❓Did you know❓*

🎯 *India’s ~₹1.45 lakh crore foreign travel spend in a year is larger than the entire building material industry* (plywood, tiles, pipes, and laminates)

🎯 The *₹2.87 lakh crore lost by retail traders in FY22-25 is more than half of consumer staple spend in a year or it could have bought ~35–36 crore washing machine*, nearly each household in India having one washing machine.

🎯 The *₹53,000 crore lost in digital frauds in 6 years is equivalent to India’s branded QSR industry*, money literally shifting from consumption to scams.

🎯 *Apple India added ₹1.2 lakh+ crore revenue in 5 years, almost equivalent to creating a two new HUL-sized business* almost from scratch.

🎯 *India’s live events industry (~₹20,800 crore) is now comparable to the entire organized footwear market*, weekends are replacing wardrobes.

There are three distinct trends visible in India’s consumption basket
- Indian wallet is shifting from cereals and pulses to data, OTT and mobile
- ⁠Income growth is deepening but not widening sufficiently
- ⁠speculative loss, digital fraud and Ponzi schemes if plugged can boost economy more than the GST cut announced in Sept 24.

Watch the show for the changing face of Consumption in India

[CNBC-TV18 @CNBCTV18News]

🇮🇳 India’s Consumption Story 2026

Premium spending is soaring, while mass consumption stays uneven.What does this say about the Indian consumer today?

📷Nilesh Shah (@NileshShah68) & Archit Varshney (@ArchitVarshney9) of Kotak Mahindra AMC, Manish Khilnani of Bizom & Arjun Vaidya of @v3v_ventures decode India’s changing consumption trends with Mangalam Maloo (@blitzkreigm).

📷 Watch: https://t.co/Na9iifbIFW

#PremiumConsumption #India #Economy #ConsumerTrends #Retail #Luxury #CNBCTV18Live

[CNBC-TV18 @CNBCTV18News]

🇮🇳 India’s Consumption Story 2026

Premium spending is soaring, while mass consumption stays uneven.What does this say about the Indian consumer today?

📷Nilesh Shah (@NileshShah68) & Archit Varshney (@ArchitVarshney9) of Kotak Mahindra AMC, Manish Khilnani of Bizom & Arjun Vaidya of @v3v_ventures decode India’s changing consumption trends with Mangalam Maloo (@blitzkreigm).

📷 Watch: https://t.co/Na9iifbIFW

#PremiumConsumption #India #Economy #ConsumerTrends #Retail #Luxury #CNBCTV18Live

[CNBC-TV18 @CNBCTV18News]

India’s Consumption Trends 2026

Premium consumption in India is booming, while mass consumption remains uneven.

What does this reveal about the Indian consumer today?

Watch Nilesh Shah & Archit Varshney of Kotak Mahindra AMC, Manish Khilnani of Bizom & Arjun Vaidya of V3 Ventures in this exclusive discussion on India’s changing consumption story with @blitzkreigm

Today at 2pm

[Kotak Mutual Fund @KotakMF]

Want to know how India’s consumption sector is performing? Our latest report explores the potential of this dynamic sector and its evolving role in India’s economy. To know more, click here: https://t.co/lke49snYn7

@ArchitVarshney9

#IndiaConsumptionStory #ConsumptionSector #GenZPower #Urbanization #Premiumization #IndiaMacroTrends #FMCGInsights #RuralEconomy #ConsumerTrends

[Nikhil Porwal, CFA @nikhilporwall]

Investing based on management guidance may not deliver optimum results. Majority times guidance is merely topline and bottomline growth while the capability to execute this comes from balance sheet and cash flow which requires a deeper understanding 1/3

[Ionic Wealth @ionicwealth]

Looking at the big picture: How India's Urban consumption is changing

Highlights in green indicate structural changes for investors. Segments gaining wallet share:
- Alcohol
- Furniture
- Kitchen and Household appliances (White Goods)
- Packaged Foods

[Oaktree @Oaktree]

Learn about the true meaning of risk, the relationship between risk and return, and much more in a new ten-part video course from @HowardMarksBook. #OaktreeInsights

Watch the course in full here: https://t.co/iASnVj8iiJ
Or as ten individual lessons here: https://t.co/HUM1ZQBWJB

[Pankaj Tibrewal @pankajtibre]

Same is true for investments. Make less mistakes and follow a disciplined approach, one would be surprised by the results.

[Harish Krishnan,CFA @hktg13]

Amusing to see that max number of mentions of "innovation" in transcripts appears in....well, FMCG cos...this is true not only of Indian companies but even in USA!

(Top 10 cos which mention "innovation" in their transcripts most over last 5 years-sourced from Bloomberg)👇

[Amal Vats @amal_vats]

Excited to release the 2nd edition of the Indus Valley Annual Report to the world!
While the 1st issue covered the rise & evolution of India & the Indus Valley, in the 2nd issue we deep go into Indus Valley's soft power & a review of 2022. Here's a 🧵

@sajithpai
@BlumeVentures

[Brian Feroldi @BrianFeroldi]

10 timeless investing principles, visualized:

1: Zoom out

[Compounding Quality @QCompounding]

Warren Buffett just published his annual letter.

We added this letter to all his public writings (5000 pages!) on our website.

Here are a few key takeaways👇🏼

[Harish Krishnan,CFA @hktg13]

India's share of world GDP and it's ranking of GDP in world

(Data source from World Bank)

[Shane Parrish @shaneparrish]

Everyone wants results, but not everyone wants to pay the price.

How to get the outcome is known. The acceptance of the path is scarce. Most people try to bargain. They want the shortcut.

The person who accepts reality beats the person who takes the shortcut every time.

[Cricketwallah @cricketwallah]

Jimmy Anderson is ageless!

[Tickertape @TickertapeIN]

What role does "luck" play in your investment decisions? ✨

Find out in our latest podcast, where @hktg13 unveils the truth about luck vs skill. 💰

https://t.co/XjcK4rX5SX

[Ian Cassel @iancassel]

It's human nature to get more impatient with what you own during drawdowns. You start worrying about "next quarter" and macro. Look out two years and focus on the business - will this business be larger and earning more per share? If the answer is yes then you have nothing to do.